Wealth Management
JULY 8, 2025
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Trade Brains
JULY 8, 2025
The market responded in a bullish way on Tuesday. Indicating ongoing positive momentum, the Nifty 50 and BSE Sensex both finished higher, trading above all significant exponential moving averages. Improved retail confidence raised investor mood, although prudence persisted because of the expected results of the India-US trade pact. Due to robust stock-specific gains, the Realty and CPSE indexes performed better sectorally.
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Wealth Management
JULY 8, 2025
BlackRock made another move to bolster its private market capabilities with the acquisition of net lease real estate firm ElmTree Funds. Private investment platform Linqto, which promised access to pre-IPO firms, filed for bankruptcy amid SEC scrutiny of its practices. These are among the investment must-reads we found this week for financial advisors.
Carson Wealth
JULY 8, 2025
Buying a suit off the rack and wearing it “as is” can work. Buying a suit off the rack and tailoring it will likely give you a better fit and overall look. But there is nothing like a bespoke suit made just for you by a professional tailor. You can get the best fit possible when you have something made just for you. It can be designed to accentuate your best features, made in a color and style that will both please you and be appropriate for the occasion in which it will be worn.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Wealth Management
JULY 8, 2025
Farther’s Taylor Matthews explores how the firm is seeking to improve the advisor experience and increase the operational efficiency of wealth management firms with home-built technology.
Nerd's Eye View
JULY 8, 2025
Welcome everyone! Welcome to the 445th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is James Conole. James is the founder of Root Financial, an RIA based in Encinitas, California, that oversees $1.3 billion in assets under management for 630 client households. What's unique about James, though, is how his firm has experienced massive growth (expecting to grow its revenue from $4.6 million to more than $10 million in 2025 alone) thanks in part by attracting clien
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Trade Brains
JULY 8, 2025
Hong Kong’s financial heavyweights are scrambling. Over 40 major banks, tech firms, and payment processors seek stablecoin licenses. Applications open August 1st under a new city law. Yet regulators expect just a tiny handful to win approval. This creates an intense competition right now. Local Chinese media reports confirm the strong interest.
Wealth Management
JULY 8, 2025
Roundhill Investments launches S&P 500 No Dividend Target ETF, designed to track benchmark performance while avoiding dividend payouts to reduce taxable events.
Advisor Perspectives
JULY 8, 2025
Private equity has officially conquered the registered investment advisor (RIA) landscape. It is now responsible for a significant portion of RIA-linked M&A activity.
Trade Brains
JULY 8, 2025
Synopsis- The Bengaluru-based fintech startup Slice has launched its first-ever UPI-powered digital branch, modernizing the banking sector. This fully digital, paperless, “phygital” branch lets you do monetary transactions using UPI and digital kiosks, majorly targeting tech-savvy individuals and students. This move sets the beginning of a significant revolution in the banking services industry in India.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Advisor Perspectives
JULY 8, 2025
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Wealth Management
JULY 8, 2025
Ryan Nauman and Carlos Diez discuss the opportunities in international markets, the undervalued potential of mid-cap stocks, and the importance of staying focused on quality companies for long-term gains.
Advisor Perspectives
JULY 8, 2025
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
Wealth Management
JULY 8, 2025
RIAs should prioritize profitability over vanity metrics. Matt Sonnen reveals the key mistakes in tracking KPIs and how to focus on meaningful business growth.
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You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Million Dollar Round Table (MDRT)
JULY 8, 2025
By Antoinette Tuscano, MDRT senior content specialist Working hard and producing high-quality work is nonnegotiable, but unnecessarily working harder won’t score you extra points in life. In fact, it may cause you to burn out and have a serious impact on your mental and physical health. “Efficiency is the cornerstone of a balanced work-life,” said nine-year MDRT member Gareth James Chalk, PFS , in his 2024 MDRT Annual Meeting presentation, “ Revolutionizing efficiency and engagement, AI and auto
Advisor Perspectives
JULY 8, 2025
For those breaking into the financial industry, it’s an exciting time. The opportunity to achieve success and make an impact on an industry that could help people for years to come.
Wealth Management
JULY 8, 2025
Beacon Pointe, based in Newport Beach, Calif., adds more than $2.7 billion in client assets by bringing on firms from Massachusetts to California and several female-led teams.
Trade Brains
JULY 8, 2025
Synopsis- In a move by Kotak Mahindra Bank to consolidate and bring all its credit under the same umbrella and enhance cost effectiveness, the bank has announced to discontinue its Myntra Kotak Credit Card starting from 10 July 2025. Existing cardholders will be migrating to the Kotak League Platinum Credit Card. With this, the bank is trying to achieve its broader goal of consolidating offerings and shifting users toward a more versatile, premium-tier card.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Advisor Perspectives
JULY 8, 2025
Robinhood Markets Inc. Chief Executive Officer Vlad Tenev said the firm is in talks with regulators over its offering of tokenized equities in Europe, after the launch drew rebuke from companies including OpenAI.
Trade Brains
JULY 8, 2025
Breakout stocks refer to shares of companies that experience a significant price movement after breaking through key technical resistance levels, signaling a potential shift in trend. These stocks often attract investor attention as they break out of consolidation phases, indicating strong bullish momentum. Typically, a breakout occurs when a stock surpasses a previous high or pattern resistance, signaling the start of a new upward trend.
Validea
JULY 8, 2025
The investment landscape is in constant flux, requiring sophisticated tools to identify genuine growth opportunities. In 2005, Professor Partha Mohanram developed the G-Score methodology as a structured approach to evaluating growth companies, designed to complement Joseph Piotroski’s F-Score system for value-based investing. This framework analyzes eight specific financial indicators designed for growth-oriented enterprises.
Advisor Perspectives
JULY 8, 2025
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Discipline Funds
JULY 8, 2025
Here are some things I think I am thinking about: 1) The Return of ZIRP (zero interest rate policy). The Fed released an interesting study this week saying there was about a 9% chance of the Fed cutting interest rates to 0% again. That’s an interesting one to me because I would say that there’s about a 100% chance the Fed will get back to 0% at some point.
Random Roger's Retirement Planning
JULY 8, 2025
On Tuesday I sat in on a webinar for the Calamos Autocallable Income ETF (CAIE). Based on the webinar, autocallables are a longstanding and widely used institutional product packaged as a structured note that pays a high income and is usually tied to some sort of reference security, in this case a low volatility version of the S&P 500. CAIE purports to be the first product that makes autocallables available in an ETF so it avoids high minimums and makes it more liquid.
Fintoo
JULY 8, 2025
Market Commentary Global markets – US indices closed mixed on Tuesday after Trump planning to impose 50 pct tariff on import of copper. Dow Jones closed negative by 0.4 pct. While Nasdaq closed flat. Global Indices % Change Last Close 1 day YTD Dow Jones 44,240 -0.4 4.0 Nasdaq 20,418 0.0 5.7 Hang […] The post Market Morning Notes For 9th July 2025 appeared first on Fintoo Blog.
Wealth Management
JULY 8, 2025
In a letter responding to the Massachusetts senator’s concerns about Empower expanding alts access for employees’ defined contribution retirement plans, CEO Edmund Murphy argued the move is “not an open door—it’s a carefully monitored gateway.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Calculated Risk
JULY 8, 2025
Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Wednesday: • At 7:00 AM ET, The Mortgage Bankers Association (MBA) will release the results for the mortgage purchase applications index.
Trade Brains
JULY 8, 2025
Smartworks Coworking Spaces Limited is launching its Initial Public Offering (IPO) to raise funds for business expansion and reduce debts. The issue comprises a fresh issue of 1.09 crore equity shares totaling Rs. 445 crore and an offer for sale of 0.34 crore shares worth Rs. 137.56 crore. The total offer size aggregates up to Rs. 582.56 crore. The IPO opens for subscription on July 10, 2025, and closes on July 14, 2025.
Abnormal Returns
JULY 8, 2025
Research If you are going to hedge, just hedge. (klementoninvesting.substack.com) Do factors matter for bond returns? Yes, they do. (alphaarchitect.com) Why there's alpha in the intangibles. (philbak.substack.com) AI models love momentum. (ft.com) Should you separate or combine your factor exposures? (alphaarchitect.com) Just how good a signal is insider ownership?
Trade Brains
JULY 8, 2025
Synopsis: The shares of Titan are in focus after CITI, Morgan Stanley, and CLSA have given their viewpoints on the company’s performance in the future. The shares of this Tata Group-backed company are in focus after the company announced its first quarter updates and caught the attention of brokerages’ interest in it. In this article, we will dive deep into the details.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
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